The Wealth Instruction and Networking (WIN) Program is the premier business-building and peer networking program for CPA wealth managers in the United States.

The WIN Program at Avantax Wealth Management is designed to create top-producing wealth management firms by educating these firms on the key drivers of success and sustain them through a community of like-minded and client-focused advice professionals who wish to be held accountable to achieving their professional potentials.



Production-based peer networking and education with a strategic focus at Avantax headquarters in Dallas. Gain exclusive access to Avantax and industry experts and set strategy to elevate your practice.


Regional meetings to develop your national network. Workshop-focused educated to grow your business and your community.


Webinars featuring financial planning education. Earn CPA continuing professional education credits and CFP® Certification continuing education credits from the convenience of your office.


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s Initial and ongoing certification requirements.